AWM
DRE

Avior Wealth Management’s Duke Realty Corp. DRE Stock Holding History

Avior Wealth Management’s Portfolio DRE Stock Details DRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-29
Closed -$1K – 1353
2022
Q3 		$1K Hold
29
– – ﹤0.01% 1127
2022
Q2 		$1K Hold
29
– – ﹤0.01% 1041
2022
Q1 		$1K Hold
29
– – ﹤0.01% 1078
2021
Q4 		$1K Hold
29
– – ﹤0.01% 1071
2021
Q3 		$1K Hold
29
– – ﹤0.01% 1041
2021
Q2 		$1K Hold
29
– – ﹤0.01% 1013
2021
Q1 		$1K Hold
29
– – ﹤0.01% 990
2020
Q4 		$1K Hold
29
– – ﹤0.01% 959
2020
Q3 		$1K Hold
29
– – ﹤0.01% 903
2020
Q2 		$1K Buy
+29
New +$990 ﹤0.01% 877
2018
Q2 		– Sell
-20
Closed -$1K – 865
2018
Q1 		$1K Hold
20
– – ﹤0.01% 771
2017
Q4 		$1K Buy
+20
New +$569 ﹤0.01% 775
2017
Q1 		– Sell
-45
Closed -$1K – 538
2016
Q4 		$1K Buy
+45
New +$1.15K ﹤0.01% 486

Other funds holding DRE

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Avior Wealth Management's DRE Position: Q4 2022 in Review

Avior Wealth Management sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 29 shares — an estimated $1K sold.

Avior Wealth Management first reported a position in DRE in Q4 2016 and held it in 13 quarters. The position peaked at $1K in Q3 2022. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

  • Avior Wealth Management reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
  • Avior Wealth Management sold 29 Duke Realty Corp. shares in Q4 2022, an estimated $1K.
  • Avior Wealth Management first reported a position in Duke Realty Corp. in Q4 2016 and held it in 13 quarters.
  • Avior Wealth Management's Duke Realty Corp. position peaked at $1K in Q3 2022.
  • 4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on Avior Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.